Civic Intelligence

Mary R Koons Charitable Trust UW Dtd 6-17-70

990PF • Fiscal year 2015 • EIN 23-6752597

Jan 01, 2015 to Dec 31, 2015 • Filed on Aug 26, 2016

Organization Profile
1525 W Wt Harris Blvd D1114-044Charlotte, NC 28262

(800) 352-3705

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

21st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2015 filings • $5M-$10M nonprofits • Source year 2015

Liabilities / Revenue

20th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2015 filings • $5M-$10M nonprofits • Source year 2015

Net Margin

63rd percentile

8.7%

Higher net margin than 63% of similar nonprofits.

2015 filings • $5M-$10M nonprofits • Source year 2015

Top Officer Pay

39th percentile

$71,859

Higher top officer pay than 39% of similar nonprofits.

Top officer pay equals 14.9% of source-year revenue.

2015 filings • $5M-$10M nonprofits • Source year 2015

Asset Growth

52nd percentile

0.8%

Faster asset growth than 52% of similar nonprofits.

2015 filings • $5M-$10M nonprofits • Annualized from 2014 to 2015

Revenue Growth

74th percentile

16%

Faster revenue growth than 74% of similar nonprofits.

2015 filings • $5M-$10M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets21st percentile

Assets

Up

$7,569,781

Up $63,117 (+0.8%) from 2014

Net Assets

Up

$7,569,781

Up $63,117 (+0.8%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue20th percentileNet Margin63rd percentile

Revenue

Up

$482,388

Up $65,289 (+16%) from 2014

Expenses

Up

$440,559

Up $37,654 (+9.3%) from 2014

Net Income

Up

$41,829

Up $27,635 (+195%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth52nd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $7,790,283Liabilities 2011: $0Net Assets 2011: $7,790,2832011Assets 2012: $7,693,263Liabilities 2012: $0Net Assets 2012: $7,693,2632012Assets 2013: $7,516,591Liabilities 2013: $0Net Assets 2013: $7,516,5912013Assets 2014: $7,506,664Liabilities 2014: $0Net Assets 2014: $7,506,6642014Assets 2015: $7,569,781Liabilities 2015: $0Net Assets 2015: $7,569,7812015Assets 2016: $7,233,762Liabilities 2016: $0Net Assets 2016: $7,233,7622016Assets 2017: $7,387,033Liabilities 2017: $0Net Assets 2017: $7,387,0332017Assets 2019: $7,076,779Liabilities 2019: $0Net Assets 2019: $7,076,7792019Assets 2020: $6,900,544Liabilities 2020: $0Net Assets 2020: $6,900,5442020Assets 2021: $6,975,428Liabilities 2021: $0Net Assets 2021: $6,975,4282021Assets 2022: $6,704,272Liabilities 2022: $0Net Assets 2022: $6,704,2722022Assets 2023: $6,509,882Liabilities 2023: $0Net Assets 2023: $6,509,8822023Assets 2024: $6,458,592Liabilities 2024: $0Net Assets 2024: $6,458,5922024

Highlighted filing

2015

Assets$7,569,781
Liabilities$0
Net Assets$7,569,781
Open 2015 Filing

Operations Trend

Revenue Growth74th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.0M$500K$0-$500KExpenses 2011: $393,8882011Expenses 2012: $355,1462012Revenue 2013: $296,242Expenses 2013: $471,731Net Income 2013: -$175,4892013Revenue 2014: $417,099Expenses 2014: $402,905Net Income 2014: $14,1942014Revenue 2015: $482,388Expenses 2015: $440,559Net Income 2015: $41,8292015Revenue 2016: $164,835Expenses 2016: $499,433Net Income 2016: -$334,5982016Revenue 2017: $639,924Expenses 2017: $474,384Net Income 2017: $165,5402017Revenue 2019: $372,623Expenses 2019: $495,062Net Income 2019: -$122,4392019Revenue 2020: $320,192Expenses 2020: $499,156Net Income 2020: -$178,9642020Revenue 2021: $598,118Expenses 2021: $510,420Net Income 2021: $87,6982021Revenue 2022: $263,488Expenses 2022: $540,006Net Income 2022: -$276,5182022Revenue 2023: $393,445Expenses 2023: $586,993Net Income 2023: -$193,5482023Revenue 2024: $453,351Expenses 2024: $508,909Net Income 2024: -$55,5582024

Highlighted filing

2015

Revenue$482,388
Expenses$440,559
Net Income$41,829
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Aug 26, 2016
Return Version
2015v2.0
Compensation and Service Providers
Top Officer Pay39th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WELLS FARGO BANK NATrusteeFT$71,859-$71,859
Filing and Contact Details

Filer

Filer Name
Koons M R Char
EIN
23-6752597
Phone
8003523705
Address
1525 W WT HARRIS BLVD D1114-044, CHARLOTTE, NC 28262

Signing Officer

Name
-
Title
Trustee
Phone
8003523705
Signed
2016-08-26
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt136074
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt144679
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt15144794
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt16210730
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-69
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1423
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2671
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt31067
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt417926
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt5-540
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt6-3730
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt7-4921
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt826220
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt919408
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt10-130024
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt11-13716
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt12-2277
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt136074
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt144679
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt15144794
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt04303
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt135697
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt25985
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt324015
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt434946
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt549460
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt675000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt750000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt8100000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt980000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt10146154
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1136361
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1225000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1346289
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1453711
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt15344087
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0328.488 ABERDEEN TOTAL RETURN BD FD-I #5496
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12724.947 ABERDEEN TOTAL RETURN BD FD-I #5496
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc297.372 HARBOR CAPITAL APRCTION-INST #2012
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3390.671 HARBOR CAPITAL APRCTION-INST #2012
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4226. ISHARES RUSSELL 2000 GROWTH ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc53162.379 MERGER FUND-INST #301
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc68108.108 PIMCO HIGH YIELD FD-INST #108
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc75656.109 PIMCO HIGH YIELD FD-INST #108
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc83749.531 T ROWE PRICE REAL ESTATE FD #122
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc93079.292 T ROWE PRICE REAL ESTATE FD #122
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1032052. MLN ELEMENTS ROGERS TOTAL RETURN
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc117974. MLN ELEMENTS ROGERS TOTAL RETURN
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12834.168 CRM MID CAP VALUE FD-INSTL #32
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13912.275 WELLS FARGO ENTERPR CL I #3118
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc141058.557 WELLS FARGO ENTERPR CL I #3118
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc157369.613 WELLS FARGO ENTERPR CL I #3118
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc16CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02015-09-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12015-09-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22015-09-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32015-09-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42015-06-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52015-07-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62015-05-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72015-09-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82015-05-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92015-06-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102015-12-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112015-12-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122015-06-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132015-06-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142015-06-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt152015-09-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0276715
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt041829
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt08155
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt029443
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt07577936
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt07506664
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt07569781
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0417376
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0417376
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0417376
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0425781
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt08405
IRS990PF/DistributableAmountGrp/TotalTaxAmt08405
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToEsTaxAmt01181
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt07212
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt08405
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt08405
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt08405
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt012
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt08393
IRS990PF/FMVAssetsEOYAmt08154570
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt07506664
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt07569781
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt02188603
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt02029397
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt01937908
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt04870856
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt05183601
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt05842428
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0100000
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0275000
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0292451
IRS990PF/Form990PFBalanceSheetsGrp/OtherRcvblAllwncDbtflAcctAmt00
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0347205
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt081783
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt081783
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt07506664
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt07569781
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt08154570
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt07506664
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt07569781
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt07506664
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt07569781
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt08645306
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt080958
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt08564348
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0129680
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0425781
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt08515626
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt08645306
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt040
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt071859
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0WELLS FARGO BANK NA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt01525 WEST WT HARRIS BLVD D1114 044
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0CHARLOTTE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0NC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd028288
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0368429
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0372631
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0340492
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0409843
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0295526
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0345252
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0341959
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.043265
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.038797
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.049074
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.037677
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.044252
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.046526
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt04202
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt08515626
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt08776241
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt08351593
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt07843579
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt07801899
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt07349870
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0360186
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.216326
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0360186
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0360186
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0360186
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideCashDistriTestAmt00
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideSuitabilityTestAmt00
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false

Document Assets

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Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,569,781
Liabilities
$0
Net assets
$7,569,781
Revenue
$482,388
Expenses
$440,559
Net income
$41,829
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.46$0.00$6.46$0.45$0.51$0.06
2023Detailed filing. Detailed filing data is available for this year.$6.51$0.00$6.51$0.39$0.59$0.19
2022Detailed filing. Detailed filing data is available for this year.$6.70$0.00$6.70$0.26$0.54$0.28
2021Detailed filing. Detailed filing data is available for this year.$6.98$0.00$6.98$0.60$0.51$0.09
2020Detailed filing. Detailed filing data is available for this year.$6.90$0.00$6.90$0.32$0.50$0.18
2019Detailed filing. Detailed filing data is available for this year.$7.08$0.00$7.08$0.37$0.50$0.12
2017Detailed filing. Detailed filing data is available for this year.$7.39$0.00$7.39$0.64$0.47$0.17
2016Detailed filing. Detailed filing data is available for this year.$7.23$0.00$7.23$0.16$0.50$0.33
2015Detailed filing. Detailed filing data is available for this year.$7.57$0.00$7.57$0.48$0.44$0.04
2014Detailed filing. Detailed filing data is available for this year.$7.51$0.00$7.51$0.42$0.40$0.01
2013Detailed filing. Detailed filing data is available for this year.$7.52$0.00$7.52$0.30$0.47$0.18
2012Detailed filing. Detailed filing data is available for this year.$7.69$0.00$7.69$0.36
2011Detailed filing. Detailed filing data is available for this year.$7.79$0.00$7.79$0.39